An actionable overview
Show the records awaiting review, the work that has moved forward and the issues assigned to a person.
← All solutions
Dashboards & Reporting
Bring the work that matters into one clear view.
A dashboard can bring together activity, exceptions and useful reports from the systems you choose to connect. Start with the questions your team needs answered each day.
The business case
Use the report. Stop rebuilding it.
Collecting updates, checking spreadsheets and assembling a weekly report can use hours before anyone acts on the numbers.
Put the time where it earns.
Turn that time toward scheduling work, closing gaps and following up on opportunities.
Measure the benefit.
Count reporting hours, data checks and status meetings. Subtract ongoing data review and system costs.
Cost out this workflow →Our six-month payback guarantee
The goal is payback.
We stay accountable for it.
We scope qualifying projects for payback within 3–6 months. If agreed savings have not covered our setup and management fees by month 6, we waive management fees and keep improving the system until they do.
We agree the baseline, the work being automated and the way to measure it before you commit. The clock starts at the agreed go-live date.
Build my payback planHow the guarantee works
Agree the numbers first.
Your written proposal sets the scope, current workload, labour rate, outside costs and measurement plan. Qualification is based on your workflow and quote, not the examples on this page.
Count real work saved.
We compare the baseline cost with the remaining human work, outside bills and added software or usage costs. Each hour and cost is counted once. Time is valued at the agreed labour rate; extra sales are not assumed.
Review progress together.
We review the figures monthly and check cumulative value at months 3 and 6. Payback means that measured value covers the setup and management fees paid. Freed staff time counts as capacity value, not an automatic payroll cut.
Our fees pause if we fall short.
If the target is not met by month 6, management fees stop from month 7. We continue improvements within the agreed scope at no extra service charge until payback. Third-party software, usage and applicable tax remain payable; new scope is quoted separately.
The guarantee applies to projects with an agreed baseline and measurement plan in the written proposal. Keep the agreed workflow in use and make the records available so progress can be checked. This is a fee-waiver commitment, not a promise of a fixed cash saving or a refund.
A shared view of the work
Make the next action easier to see.
Give each role a focused view of what is complete, what is missing, and what needs a decision.
What the work should improve
A practical difference
to the working day.
A route to the evidence
Link an update back to its source record and show when the information was last refreshed.
Reporting with a purpose
Choose measures that help your team make decisions, with definitions that explain what each number includes.
Built around your business
The process matters
as much as the technology.
A defined scope
Dashboard work is scoped to your data sources, roles and decisions. The Forms Flow demonstration shows the proposed office experience; the broader RevyTech Window is a proposed direction that would be built around selected integrations.
Clear responsibilities
This is not a ready-made platform that already connects every service. Accounting, payroll and other operational systems retain their records. A dashboard status does not certify safety, financial accuracy or regulatory compliance.
Inside the scope
What goes into the build.
Decisions before widgets
Agree which questions the office needs answered, what each measure means and what action a person should be able to take from it.
Connected activity
A scoped dashboard could surface selected forms, calls, bookings or document activity, with source links and refresh information. Each connection must be implemented and verified.
Exceptions and responsibility
Show pending reviews, failed handoffs and open follow-ups with distinct states. Keep received, reviewed, filed and resolved separate where the workflow needs them.
Role-appropriate access
Define the records and reports each role can see. The proposed Window must respect client boundaries and the permissions of connected information.
Reports and familiar tools
Agree useful reporting periods and provide links back to source systems. An optional app launcher could give staff a clear route to tools they already use, without storing their passwords.
A phased product path
Start with visibility. Approval queues and control features are later, separately scoped work requiring tested permissions, action history and recovery.
From discovery to everyday use
How we get there.
These are planning steps. Your proposal confirms timing, access and the people needed for review.
- 01
Define the first view
The broader RevyTech Window remains a proposed product direction. There is no standard delivery timeline; choose a narrow first use case and verify the source systems.
- 02
Connect and define
Agree access, source records, status meanings and refresh behaviour. Establish how stale or incomplete information will be shown.
- 03
Review with the team
Test whether the proposed view helps people find records and follow up. Check permissions, empty states and unavailable connections.
- 04
Accept and extend
Release the agreed module after its acceptance checks. Additional data sources, approvals and controls require their own scope and testing.
The practical questions
Before you get started.
Is this a finished platform covering every service?
No. The Forms Flow office dashboard provides a specific starting point. A shared Window for other RevyTech services is a proposed direction, and each module would need to be scoped, implemented and verified.
Will it replace our accounting, payroll or booking software?
The proposed dashboard shows and links to selected information from those systems. They remain the source of their records. Rebuilding payroll, accounting or a booking platform is not part of this offer.
Can we approve work or change settings from it?
That is a possible later phase, not an automatic feature of a reporting view. Each action needs permissions, a clear preview, a recorded outcome and an appropriate correction or recovery path.
Does a green status prove compliance or savings?
No. Status and metrics need precise definitions. Receiving or signing a form does not certify safety, and activity counts do not establish hours or cash saved. Any value claim needs a measured baseline and comparable results.
How is a dashboard priced?
There is no published generic Window price. We would quote the first useful view based on its sources, roles, reporting and support needs, with later modules priced separately.
A clear starting point
Dashboards & Reporting Scoped quote
Define the data sources, roles, reports and decisions first. Build and ongoing support are quoted for the agreed scope.
All prices are CAD, excluding GST/PST where applicable. Your written quote defines the scope.Let’s see where it fits.
Bring your process and the tools you use. We’ll talk through the starting point.